January 27th, 2017

2017 PLANSPONSOR Plan Sponsor of the Year Finalists Announced This week our fellow Strategic Insight publication, PLANSPONSOR, is announcing the finalists for the 2017 Plan Sponsor of the Year Awards; find out who is being recognized here. Read more > Investment Provider Sued Over Own 401(k) Plan Fees A lawsuit filed against JP Morgan Chase in New York levels a series of allegations that are by now very familiar to retirement industry professionals. Read more > What Comes Next with DOL Conflict of Interest Standard Experts in several discussions this week suggested organic market factors could take the place of DOL rulemaking that under the Obama Administration sought to raise the conflict of interest standards for advice. Read more > Generations Split on Retirement Preparedness Maturing Millennials report feeling very optimistic about retirement readiness, career growth, and financial security; meanwhile, advice-seeking Baby Boomers have much lower expectations. Read more > MOST READ ARTICLES 1 Stimulus Bill Extends Some Provisions of the CARES Act 2 Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients 3 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 4 Many Near-Retirees Don't Understand Social Security Benefits 5 Once They Catch On, PEPs Could Grow Exponentially

Sponsored message from T. ROWE PRICE Considerations for Selecting a Financial Wellness Provider As financial wellness increases in popularity, it becomes critical to develop a valid framework for selecting a financial wellness provider. Read more > Investment Products and Service Launches Janus Capital Releases Fiduciary Focused Share Classes; TIAA adds Guaranteed Income Components to TDFs; Virtus Launches Municipal Bond ETF; and more. Read more > What Do Investors Know About Fiduciaries? Even though more than half of Americans don’t know the difference between a fiduciary financial adviser and one who isn’t, the majority believes it’s important for advisers to put clients’ best interests above their own when it comes to retirement assets, a new survey finds. Read more >

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